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Jodi McNaughton

TrusteeMcNaughton Wealth Management, LLCCRD 7081902

About Jodi McNaughton

Jodi McNaughton is listed as Trustee at McNaughton Wealth Management, LLC in San Diego, CA. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of McNaughton Wealth Management, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Jodi McNaughton work?

Jodi McNaughton is listed as Trustee at McNaughton Wealth Management, LLC on SEC Form ADV.

How much of McNaughton Wealth Management, LLC does Jodi McNaughton own?

Form ADV reports a beneficial ownership band of 50-75%.

McNaughton Wealth Management, LLC

TitleTrustee
Ownership50-75%
Control personYes
Since2016
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